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KLR Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

KLR Investment Advisors’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$476K Sell
2,002
-204
-9% -$49K 0.34% 75
2023
Q4 		$496K Buy
2,206
+96
+5% +$22.7K 0.36% 69
2023
Q3 		$404K Sell
2,110
-135
-6% -$30.2K 0.37% 84
2023
Q2 		$493K Buy
2,245
+10
+0.4% +$2.08K 0.41% 72
2023
Q1 		$428K Sell
2,235
-5
-0.2% -$949 0.38% 82
2022
Q4 		$422K Buy
+2,240
New +$419K 0.35% 82

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KLR Investment Advisors's AJG Position: Q1 2024 in Review

KLR Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 9.2% in Q1 2024, selling an estimated $49K and leaving 2,002 shares worth $476K. The position accounts for 0.34% of the portfolio, ranked #75.

KLR Investment Advisors first reported a position in AJG in Q4 2022 and has held it in 6 quarters since. The position peaked at $496K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • KLR Investment Advisors held 2,002 shares of Arthur J. Gallagher & Co worth $476K as of Q1 2024.
  • KLR Investment Advisors sold 204 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $49K.
  • Arthur J. Gallagher & Co made up 0.34% of KLR Investment Advisors's portfolio in Q1 2024, its #75 holding.
  • KLR Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Arthur J. Gallagher & Co position peaked at $496K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.